Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.

Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.

Earnings split the session at the close: Airbnb's raised revenue outlook lifted it 15.1% while Trade Desk lost nearly a quarter of its value. Travel, optics and AI names carried the session; ad tech and crypto miners absorbed the damage.

Bitcoin miners Cipher Mining and Iren each jumped more than 27% while Meta tanked 8.6% and enterprise software stocks sold off sharply.

Tesla cratered 14% and Google dropped 7% as a tech rout crushed mega-cap valuations, while crypto miners pivoted sharply higher on haven flows into digital assets.

AMC Entertainment surged 23% as retail trades bet heavy on cinema and crypto mining stocks, with Marathon Digital and Cipher Mining joining the rally into the close.

Lucid rocketed 15% into the close while Netflix crashed 7.6%, exposing a massive risk appetite reset across mega-cap tech and speculative plays on the same Friday.

Arm, Marathon Digital, and SanDisk all jumped over 10% as semiconductor and AI infrastructure stocks dominated the close. Energy stocks fell, with Exxon Mobil sliding 2.6%.